Last Update: 31 December 2022
The Scott Burns Margaritaville Portfolio obtained a 7.34% compound annual return, with a 10.74% standard deviation, in the last 30 Years.
The Bill Bernstein Sheltered Sam 60/40 Portfolio obtained a 7.54% compound annual return, with a 9.11% standard deviation, in the last 30 Years.
Summary
| Scott Burns Margaritaville Portfolio | Bill Bernstein Sheltered Sam 60/40 Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 67% | 58.2% |
| Fixed Income | 33% | 40% | |
| Commodities | 0% | 1.8% | |
| 30 Years Stats | Return | +7.34% | +7.54% |
| Std Dev | 10.74% | 9.11% | |
| Max Drawdown | -38.70% | -34.12% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Scott Burns Margaritaville Portfolio | -3.13 | -0.16 | -16.10 | +4.04 | +5.89 | +7.34 | +8.95 |
| Bill Bernstein Sheltered Sam 60/40 Portfolio | -2.54 | +0.99 | -10.58 | +4.13 | +5.94 | +7.54 | +8.95 |
Capital Growth as of Dec 31, 2022
Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1993, now would be worth 8374.93$, with a total return of 737.49% (7.34% annualized).
Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1000$, since January 1993, now would be worth 8857.20$, with a total return of 785.72% (7.54% annualized).
Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 25959.64$, with a total return of 2495.96% (8.95% annualized).
Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 26024.36$, with a total return of 2502.44% (8.95% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Scott Burns Margaritaville Portfolio |
Bill Bernstein Sheltered Sam 60/40 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.70% | Nov 2007 | Feb 2009 | |||
| -34.12% | Nov 2007 | Feb 2009 | |||
| -22.41% | Apr 2000 | Sep 2002 | |||
| -21.96% | Jan 2022 | Sep 2022 | |||
| -16.48% | Jan 2022 | Sep 2022 | |||
| -14.40% | Jan 2020 | Mar 2020 | |||
| -14.38% | Jan 2020 | Mar 2020 | |||
| -12.82% | May 2011 | Sep 2011 | |||
| -11.25% | May 2011 | Sep 2011 | |||
| -10.89% | May 1998 | Aug 1998 | |||
| -10.65% | Jun 2002 | Sep 2002 | |||
| -9.97% | Feb 2018 | Dec 2018 | |||
| -9.72% | Jul 1998 | Aug 1998 | |||
| -9.68% | May 2015 | Feb 2016 | |||
| -7.95% | Feb 2001 | Sep 2001 | |||
| -7.94% | Sep 2018 | Dec 2018 | |||
| -6.29% | Jun 2015 | Jan 2016 | |||
| -6.11% | Feb 1994 | Jun 1994 | |||
| -5.67% | Apr 2012 | May 2012 | |||
| -5.54% | Feb 1994 | Mar 1994 | |||
Drawdown comparison chart since January 1985.
Scott Burns Margaritaville Portfolio |
Bill Bernstein Sheltered Sam 60/40 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.70% | Nov 2007 | Feb 2009 | |||
| -34.12% | Nov 2007 | Feb 2009 | |||
| -22.41% | Apr 2000 | Sep 2002 | |||
| -21.96% | Jan 2022 | Sep 2022 | |||
| -16.48% | Jan 2022 | Sep 2022 | |||
| -16.09% | Sep 1987 | Nov 1987 | |||
| -15.03% | Sep 1987 | Nov 1987 | |||
| -14.53% | Jan 1990 | Sep 1990 | |||
| -14.40% | Jan 2020 | Mar 2020 | |||
| -14.38% | Jan 2020 | Mar 2020 | |||
| -12.82% | May 2011 | Sep 2011 | |||
| -11.25% | May 2011 | Sep 2011 | |||
| -10.89% | May 1998 | Aug 1998 | |||
| -10.65% | Jun 2002 | Sep 2002 | |||
| -9.97% | Feb 2018 | Dec 2018 | |||
| -9.72% | Jul 1998 | Aug 1998 | |||
| -9.68% | May 2015 | Feb 2016 | |||
| -9.53% | Aug 1990 | Sep 1990 | |||
| -7.95% | Feb 2001 | Sep 2001 | |||
| -7.94% | Sep 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Scott Burns Margaritaville Portfolio | Bill Bernstein Sheltered Sam 60/40 Portfolio |
|---|---|---|
| 2022 |
-16.10% | -10.58% |
| 2021 |
+13.33% | +14.69% |
| 2020 |
+14.40% | +7.21% |
| 2019 |
+20.39% | +17.21% |
| 2018 |
-6.92% | -5.00% |
| 2017 |
+17.22% | +11.37% |
| 2016 |
+7.53% | +9.92% |
| 2015 |
-2.03% | -1.72% |
| 2014 |
+3.95% | +6.04% |
| 2013 |
+13.25% | +14.05% |
| 2012 |
+13.94% | +11.12% |
| 2011 |
+0.08% | +1.31% |
| 2010 |
+11.85% | +12.35% |
| 2009 |
+25.18% | +18.56% |
| 2008 |
-26.90% | -20.58% |
| 2007 |
+10.88% | +5.25% |
| 2006 |
+14.22% | +14.67% |
| 2005 |
+8.11% | +7.42% |
| 2004 |
+13.95% | +12.90% |
| 2003 |
+26.41% | +24.15% |
| 2002 |
-6.46% | -3.47% |
| 2001 |
-7.87% | +0.06% |
| 2000 |
-2.92% | +6.26% |
| 1999 |
+16.49% | +10.16% |
| 1998 |
+16.12% | +8.53% |
| 1997 |
+14.48% | +15.72% |
| 1996 |
+9.11% | +12.97% |
| 1995 |
+21.08% | +22.13% |
| 1994 |
+1.10% | -1.78% |
| 1993 |
+18.69% | +19.41% |
| 1992 |
+1.10% | +8.86% |
| 1991 |
+20.28% | +24.84% |
| 1990 |
-7.54% | -3.41% |
| 1989 |
+19.01% | +21.08% |
| 1988 |
+16.51% | +14.93% |
| 1987 |
+10.87% | +3.35% |
| 1986 |
+31.94% | +21.08% |
| 1985 |
+35.93% | +28.54% |